13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001731731
申報總市值
US$4.6億
US$4.6億
118 檔
18.3%
Q2 2025 季度申報顯示，SWS Partners 揭露的美股組合總市值為 US$4.6億，涵蓋 118 個不同之權益投資部位。
觀察 Q2 2025 的申報異動，SWS Partners 採取了強勁的買進策略，建倉與加碼動作（合計 36 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 IVV, SCHR, IJH）占據了總市值的 18.3%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.53% | -0.89% | +7.57% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-其他 | 3.88% | -0.50% | +8.97% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.72% | -0.36% | +9.07% | |
| 4 | PCT | Purecycle Technologies Inc | 股票-其他 | 2.93% | +1.19% | +4.51% | |
| 5 | IDUB | Aptus Intl Enhan Yld ETF | ETF-其他 | 2.75% | -0.14% | +25.85% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 2.50% | -0.58% | +1.46% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.37% | +0.45% | -6.30% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.04% | — | +1.28% | |
| 9 | NTRA | Natera Inc | 股票-醫療保健 | 1.92% | +0.32% | -10.81% | |
| 10 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 1.89% | -0.13% | +37.01% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.80% | -0.26% | — | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.59% | +0.02% | -5.32% | |
| 13 | SNOW | Snowflake Inc | 股票-科技 | 1.57% | +0.54% | +25.37% | |
| 14 | MRVL | Marvell Technology Inc | 股票-科技 | 1.47% | +0.51% | +2.88% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.38% | -0.36% | +100.16% | |
| 16 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.35% | -0.30% | +6.50% | |
| 17 | AMBA | Ambarella, Inc. | 股票-科技 | 1.34% | +1.29% | -1.01% | |
| 18 | GH | Guardant Health Inc | 股票-醫療保健 | 1.31% | +0.61% | -11.20% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.25% | -0.03% | -13.49% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.25% | -0.07% | +12.71% | |
| 21 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.19% | -0.11% | +68.81% | |
| 22 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 1.19% | -0.23% | -8.58% | |
| 23 | UBER | Uber Technologies Inc | 股票-工業 | 1.12% | -0.08% | -8.83% | |
| 24 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.08% | -0.11% | +13.12% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.04% | -7.40% | |
| 26 | PM | Philip Morris International | 股票-非循環性消費 | 1.06% | -0.08% | -5.59% | |
| 27 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.02% | +0.06% | -16.00% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 1.01% | -0.11% | -4.99% | |
| 29 | 8QR | Confluent Inc-class A | 股票-其他 | 0.94% | — | +29.94% | |
| 30 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.92% | -0.11% | -1.57% | |
| 31 | MP | Mp Materials CORP | 股票-原物料 | 0.92% | +0.04% | -20.67% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.92% | -0.10% | -4.10% | |
| 33 | RH | Rh | 股票-循環性消費 | 0.92% | -0.16% | +37.73% | |
| 34 | MU | Micron Technology Inc | 股票-科技 | 0.90% | +1.75% | +26.15% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | +0.15% | +0.85% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.89% | -0.03% | -11.00% | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.87% | -0.08% | +0.11% | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.86% | -0.08% | -0.31% | |
| 39 | BLK | Blackrock Inc | 股票-金融 | 0.85% | -0.11% | -1.09% | |
| 40 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.82% | -0.04% | +0.67% | |
| 41 | OKTA | Okta Inc | 股票-科技 | 0.82% | +0.37% | +3.19% | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.80% | -0.30% | +1.13% | |
| 43 | XYZ | Block Inc | 股票-金融 | 0.79% | +0.18% | +2.89% | |
| 44 | GLW | Corning Inc | 股票-科技 | 0.78% | -0.23% | -0.65% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.77% | -0.61% | EXIT | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.75% | -0.73% | EXIT | |
| 47 | SW | Smurfit Westrock Plc | 股票-循環性消費 | 0.74% | — | -1.72% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.74% | -0.19% | +13.98% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.71% | -0.07% | -8.44% | |
| 50 | FNF | Fidelity National Financial | 股票-金融 | 0.70% | -0.06% | -0.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VMBS | Vanguard Mortgage-backed Sec | +1.8% | NEW | 新建倉 |
| 2 | PCT | Purecycle Technologies Inc | +1.2% | +4.51% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +100.16% | 加碼 |
| 4 | GGG | Graco Inc | +0.6% | NEW | 新建倉 |
| 5 | SNOW | Snowflake Inc | +0.6% | +25.37% | 加碼 |
| 6 | MELI | Mercadolibre Inc | +0.6% | +68.81% | 加碼 |
| 7 | ARGX | Argenx Se - Adr | +0.5% | NEW | 新建倉 |
| 8 | CELH | Celsius Holdings Inc | +0.5% | NEW | 新建倉 |
| 9 | DXCM | Dexcom Inc | +0.5% | NEW | 新建倉 |
| 10 | WDAY | Workday Inc-class A | +0.4% | NEW | 新建倉 |
| 11 | NOW | Servicenow Inc | +0.3% | +73.14% | 加碼 |
| 12 | GDDY | Godaddy Inc - Class A | +0.3% | NEW | 新建倉 |
| 13 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | NEW | 新建倉 |
| 14 | MU | Micron Technology Inc | +0.3% | +26.15% | 加碼 |
| 15 | OSCV | Opus Small Cap Value ETF | +0.3% | +37.01% | 加碼 |
| 16 | IDUB | Aptus Intl Enhan Yld ETF | +0.3% | +25.85% | 加碼 |
| 17 | NVDA | Nvidia CORP | +0.3% | -6.30% | 減碼 |
| 18 | XYL | Xylem Inc | +0.3% | NEW | 新建倉 |
| 19 | VGIT | Vanguard Intermediate-term T | +0.2% | NEW | 新建倉 |
| 20 | ORCL | Oracle CORP | +0.2% | -4.99% | 減碼 |
| 21 | NET | Cloudflare Inc - Class A | +0.2% | -16.00% | 減碼 |
| 22 | CPRI | Capri Holdings Limited | +0.1% | +74.37% | 加碼 |
| 23 | APH | Amphenol Corp-cl A | +0.1% | -2.03% | 減碼 |
| 24 | NKE | Nike Inc -cl B | +0.1% | +31.74% | 加碼 |
| 25 | 8QR | Confluent Inc-class A | +0.1% | +29.94% | 加碼 |
| 26 | NFLX | Netflix Inc | +0.1% | +3.26% | 加碼 |
| 27 | MRVL | Marvell Technology Inc | +0.1% | +2.88% | 加碼 |
| 28 | AMBA | Ambarella, Inc. | +0.1% | -1.01% | 減碼 |
| 29 | CIEN | Ciena CORP | +0.1% | +2.92% | 加碼 |
| 30 | ANET | Arista Networks Inc | +0.1% | +3.57% | 加碼 |
| 31 | META | Meta Platforms Inc-class A | +0.1% | +0.85% | 加碼 |
| 32 | XYZ | Block Inc | 0% | +2.89% | 加碼 |
| 33 | DIS | Walt Disney Co/the | 0% | +6.56% | 加碼 |
| 34 | WMT | Walmart Inc | 0% | +13.98% | 加碼 |
| 35 | VWO | Vanguard Ftse Emerging Marke | 0% | +12.71% | 加碼 |
| 36 | DRSK | Aptus Defined Risk ETF | 0% | +13.12% | 加碼 |
| 37 | ETN | Eaton Corporation plc | 0% | -11.00% | 減碼 |
| 38 | UBER | Uber Technologies Inc | -0.1% | -8.83% | 減碼 |
| 39 | SCHX | Schwab US Large-cap ETF | -0.2% | +1.28% | 加碼 |
| 40 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +9.07% | 加碼 |
| 41 | AMZN | Amazon.com Inc | -0.2% | -5.32% | 減碼 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.2% | +7.57% | 加碼 |
| 43 | AAPL | Apple Inc | -0.3% | -40.96% | 減碼 |
| 44 | NTRA | Natera Inc | -0.3% | -10.81% | 減碼 |
| 45 | FNF | Fidelity National Financial | -0.3% | -0.46% | 減碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | +4.53% | 加碼 |
| 47 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.4% | -34.51% | 減碼 |
| 48 | ABBV | Abbvie Inc | -0.4% | -14.85% | 減碼 |
| 49 | SCHR | Schwab Intermediate-term US | -0.4% | +8.97% | 加碼 |
| 50 | MTCH | Match Group Inc | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，SWS Partners 在 Q2 2025 季度的美股持倉總市值約為 US$4.6億，共申報了 118 個公開持股部位。
在 Q2 2025 季度，SWS Partners 按市值排列的前三大核心持股分別為：IVV (9.5%)、SCHR (3.9%)、IJH (3.7%)。其中最大持股部位 IVV 佔據整體投資組合約 9.5% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
VMBS
市值: US$667.0萬
本季最大獲利了結 / 清倉標的
MTCH
前期市值: US$201.5萬
在 Q2 2025 季度中，SWS Partners 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 26 個部位、減碼 13 個部位以及清倉 1 個部位。 其中最大新建倉標的為 VMBS。 本季清倉部位包含 MTCH。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。